Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$642K Buy
+1,700
New +$728K 0.01% 937
2025
Q4
Sell
-21,435
Closed -$9.6M 1164
2025
Q3
$9.6M Sell
21,435
-8,546
-29% -$3.87M 0.16% 200
2025
Q2
$14.6M Buy
29,981
+6,984
+30% +$3.98M 0.31% 54
2025
Q1
$14.2M Sell
22,997
-378
-2% -$215K 0.35% 32
2024
Q4
$12.4M Buy
23,375
+275
+1% +$155K 0.29% 71
2024
Q3
$13.9M Buy
23,100
+11,560
+100% +$6.55M 0.37% 30
2024
Q2
$6.26M Buy
11,540
+1,129
+11% +$647K 0.21% 127
2024
Q1
$6.68M Buy
10,411
+810
+8% +$492K 0.26% 92
2023
Q4
$5.61M Sell
9,601
-6,717
-41% -$3.76M 0.23% 113
2023
Q3
$8.48M Sell
16,318
-553
-3% -$287K 0.4% 28
2023
Q2
$9.14M Buy
16,871
+810
+5% +$443K 0.4% 27
2023
Q1
$8.64M Buy
16,061
+2,125
+15% +$1.08M 0.41% 26
2022
Q4
$7.11M Buy
13,936
+670
+5% +$326K 0.39% 17
2022
Q3
$5.79M Buy
13,266
+6,267
+90% +$3.01M 0.35% 27
2022
Q2
$3.29M Buy
6,999
+2,281
+48% +$1.11M 0.25% 67
2022
Q1
$2.39M Buy
4,718
+3,065
+185% +$1.47M 0.16% 181
2021
Q4
$875K Buy
1,653
+380
+30% +$182K 0.11% 311
2021
Q3
$592K Buy
+1,273
New +$600K 0.08% 469
2021
Q1
Sell
-1,096
Closed -$584K 452
2020
Q4
$584K Hold
1,096
0.17% 201
2020
Q3
$526K Sell
1,096
-1,738
-61% -$852K 0.17% 184
2020
Q2
$1.28M Buy
2,834
+825
+41% +$368K 0.43% 72
2020
Q1
$870K Buy
+2,009
New +$897K 0.37% 100
2015
Q3
Sell
-2,870
Closed -$376K 312
2015
Q2
$376K Sell
2,870
-580
-17% -$71.8K 0.21% 184
2015
Q1
$412K Buy
+3,450
New +$383K 0.23% 173
2014
Q1
Sell
-54,380
Closed -$4.17M 323
2013
Q4
$4.17M Buy
54,380
+8,740
+19% +$644K 1.11% 5
2013
Q3
$3.26M Buy
+45,640
New +$3.25M 0.94% 13

Other funds holding CHE